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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.68B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+38
Holders Change %
+4.9%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
113
Increased
307
Reduced
260
Closed
63
Calls
$87.6M
Puts
$44.8M
Net Calls
+$42.8M
Net Calls Change
+$32.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$323M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$111M
3
PMG
3
Private Management Group
California
$29.9M
4
State Street
4
State Street
Massachusetts
$797M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$55.1M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$1.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.33M
3
Millennium Management
3
Millennium Management
New York
$13.5M
4
UBS Group
4
UBS Group
Switzerland
$101M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
476
Retirement Planning Company of New England
Rhode Island
$393K +$7.45K +118 +2%
FTWA
477
Fifth Third Wealth Advisors
Ohio
$392K +$1.39K +22 +0.4%
SC
478
Savant Capital
Illinois
$391K -$374K -5,923 -49%
RIM
479
Rakuten Investment Management
Japan
$379K +$379K +6,039 New
LFA
480
Laraway Financial Advisors
Minnesota
$378K +$378K +5,989 New
HA
481
Herold Advisors
New York
$372K -$47K -745 -11%
EFG
482
Ethos Financial Group
Pennsylvania
$372K +$372K +5,893 New
CL
483
Choreo LLC
Illinois
$371K +$19.9K +311 +6%
SC
484
Sawyer & Company
Massachusetts
$371K -$2.21K -35 -0.6%
TNA
485
True North Advisors
Texas
$370K – – –
BC
486
Bridgefront Capital
Texas
$369K +$369K +5,845 New
NW
487
NewEdge Wealth
Pennsylvania
$368K +$1.96K +31 +0.5%
Empower Advisory Group
488
Empower Advisory Group
Colorado
$368K +$89.8K +1,423 +32%
CF
489
Centaurus Financial
California
$367K -$9.15K -145 -2%
SI
490
Seeds Investor
New York
$365K +$33.9K +537 +10%
GC
491
Gilbert & Cook
Iowa
$364K +$7.95K +126 +2%
CCM
492
Cullen Capital Management
New York
$361K +$361K +5,728 New
VFA
493
Valeo Financial Advisors
Indiana
$361K +$20.2K +320 +6%
FIA
494
FNY Investment Advisers
New York
$359K +$359K +5,700 New
ACG
495
Allen Capital Group
Nebraska
$358K -$4.54K -72 -1%
MCCP
496
Mission Creek Capital Partners
California
$357K -$130K -2,059 -27%
IAIM
497
International Assets Investment Management
Florida
$357K -$59.4K -941 -14%
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$356K -$292K -4,634 -45%
QWM
499
Quadcap Wealth Management
Texas
$355K +$30.8K +488 +9%
KA
500
Kovack Advisors
Florida
$353K +$47.3K +749 +15%
18 19
20
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